Email Marketing with Podio and ConvertKit: Dealing with Unsubscribes

This tutorial builds upon the two previous tutorials that will help you build out a process to integrate email sequences into your Podio Lead Manage (Tutorial #1, Tutorial #2). The steps below outline the process of dealing with people who unsubscribe from your email sequences.

The cool thing with ConvertKit is that we can trigger a Zapier Zap when someone unsubscribes from one of your email sequences. This means we can capture that in Podio and update a lead accordingly.

This tutorial will add the following to the process…

Change status of Podio lead when they unsubscribe

Add a log entry in Podio (field created in Tutorial #2) recording that the lead has unsubscribed and when.

Here is a demonstration of what the final process will look like.

What you will Need

One of the great things about Podio is it’s ability to be connected with other services. This process leverages that power to extend what your Lead Management workspace can do. Below is a list of the services you will need.

Podio Account

You probably already have one of these accounts if you are on my website, but just in case you can signup for one at the link below.

Unfortunately Podio has recently adjusted their free accounts to 500 records or less. You can start out there but I’m certain you will need to get a paid account down the road.

This is what allows Podio to communicate and pass information onto ConvertKit and Podio. Zapier has different pay tiers for account types, and for this tutorial you’ll need to signup for the Starter Account.

Sign up is free and gets you into the free trial of their premium features. Once signed up you’ll then have the option to upgrade to one of their Paid Accounts. Again the Starter is fine here.

This tutorial builds upon the previous posts in this series about email sequences and ConvertKit. You won’t technically need to have finished it to implement the ideas in this post. However if you are new to Zapier and ConvertKit it will help your learning curve greatly.

What we need to do

To add this feature, all we have to do here is create a simple Zapier Zap. After all the hard work you put in to create the process in the prior tutorials, it’s great to be able to get some quick and easy wins.

Because Zapier needs some test data to properly setup a zap we need to get that part ready first. It’s not to bad (and I show you in the below video as well) as we will take advantage of the zap setup in Tutorial #2.

*** To see the Step-by-Step video scroll down to next section ***

0. Add Sample Data (0:00:00 in video)

In ConvertKit: Make sure the first email in the Podio – New Lead sequence is set to send out immediately. Do this by putting a 0 (zero) in the time to send field for the email.

In Podio: Add new Lead in Podio that triggers the Zap to create a new subscriber. Make sure the Lead contains Address, First Name, Last Name, Email (use your email address), Select Podio – New Lead option in the Select Sequences field.

Email: Wait until you get an email from the sequence. This might take up to 10 minutes.

Don’t press the “unsubscribe” link in the email just yet. You’ll wait till you add the trigger item in the new Zap below.

Step-by-Step Video

Final Thoughts

Unfortunately it is required by law to allow people to easily unsubscribe from any email sequence. To do this we need to have the unsubscribe link at the bottom of our emails that come from ConvertKit. The good news is that we can take advantage of this.

Capturing the action and then updating a Podio Lead accordingly saves us time when dealing with motivated sellers. I think it is a good assumption that if a seller unsubscribes from an email sequence, they are not interested in selling to us.

The value of these email sequences are big though. I think if we assign a potential seller to the correct email sequence, that gives them great information about their situation, we can increase the likely hood that they will sell to us. If not now, then in the future when they are ready to sell.

Scott is a part time wholesaler, but full time real estate investing addict! As his family grows and his free time shrinks,He has been slowing building his wholesaling business over the past 7 years in between life events.Drive, dedication and never giving up are his strengths.